President

0001398344-18-011894.txt : 20180814 0001398344-18-011894.hdr.sgml : 20180814 20180814163529 ACCESSION NUMBER: 0001398344-18-011894 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Firsthand Capital Management, Inc. CENTRAL INDEX KEY: 0001476179 IRS NUMBER: 270416642 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13609 FILM NUMBER: 181018200 BUSINESS ADDRESS: STREET 1: 150 ALMADEN BLVD. STREET 2: SUITE 1250 CITY: SAN JOSE STATE: CA ZIP: 95113 BUSINESS PHONE: 408-624-9530 MAIL ADDRESS: STREET 1: 150 ALMADEN BLVD. STREET 2: SUITE 1250 CITY: SAN JOSE STATE: CA ZIP: 95113 FORMER COMPANY: FORMER CONFORMED NAME: SiVest Group, Inc. DATE OF NAME CHANGE: 20091104 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001476179 XXXXXXXX 06-30-2018 06-30-2018 false Firsthand Capital Management, Inc.

150 Almaden Blvd. Suite 1250 San Jose CA 95113

13F HOLDINGS REPORT 028-13609 N Kevin M. Landis President 408-886-7096 /s/ Kevin M. Landis San Jose CA 08-14-2018 0 51 213211 INFORMATION TABLE 2 fp0035248_13fhr-table.xml 13F INFORMATION TABLE Nutanix, Inc. Common Stock 67059N108 27527 533772 SH SOLE 533772 0 0 Roku, Inc. Common Stock 77543R102 20884 490000 SH SOLE 490000 0 0 Arista Networks, Inc. Common Stock 040413106 18024 70000 SH SOLE 70000 0 0 Netflix, Inc. Common Stock 64110L106 13700 35000 SH SOLE 35000 0 0 Facebook, Inc. Common Stock 30303M102 8744 45000 SH SOLE 45000 0 0 Amazon.com, Inc. Common Stock 023135106 8499 5000 SH SOLE 5000 0 0 Chegg, Inc. Common Stock 163092109 8059 290000 SH SOLE 290000 0 0 Twilio, Inc. Common Stock 90138F102 7843 140000 SH SOLE 140000 0 0 Cree, Inc. Common Stock 225447101 7399 178000 SH SOLE 178000 0 0 Alibaba Group Holding Limited Common Stock 01609W102 6494 35000 SH SOLE 35000 0 0 Adobe Systems, Inc. Common Stock 00724F101 6095 25000 SH SOLE 25000 0 0 ViaSat, Inc. Common Stock 92552V100 5258 80000 SH SOLE 80000 0 0 Guidewire Software, Inc. Common Stock 40171V100 4883 55000 SH SOLE 55000 0 0 Workday, Inc. Common Stock 98138H101 4845 40000 SH SOLE 40000 0 0 Alphabet, Inc. Common Stock 02079K107 4480 4016 SH SOLE 4016 0 0 II-VI Incorporated Common Stock 902104108 4345 100000 SH SOLE 100000 0 0 Equinix, Inc. Common Stock 29444U700 4311 10027 SH SOLE 10027 0 0 Palo Alto Networks, Inc. Common Stock 697435105 4109 20000 SH SOLE 20000 0 0 The Western Union Company Common Stock 959802109 4066 200000 SH SOLE 200000 0 0 Splunk, Inc. Common Stock 848637104 3964 40000 SH SOLE 40000 0 0 Match Group, Inc. Common Stock 57665R106 3874 100000 SH SOLE 100000 0 0 Box, Inc. Common Stock 10316T104 3749 150000 SH SOLE 150000 0 0 Baidu.com, Inc. Common Stock 056752108 3645 15000 SH SOLE 15000 0 0 Pure Storage, Inc. Common Stock 74624M102 3582 150000 SH SOLE 150000 0 0 Twitter, Inc. Common Stock 90184L102 3494 80000 SH SOLE 80000 0 0 Proofpoint, Inc. Common Stock 743424103 3459 30000 SH SOLE 30000 0 0 PayPal Holdings, Inc. Common Stock 70450Y103 3331 40000 SH SOLE 40000 0 0 Ambarella, Inc. Common Stock G037AX101 1931 50000 SH SOLE 50000 0 0 Apple, Inc. Common Stock 037833100 1759 9500 SH SOLE 9500 0 0 Pandora Media, Inc Common Stock 698354107 1576 200000 SH SOLE 200000 0 0 SoftBank Group Corp. Common Stock 83404D109 1426 40000 SH SOLE 40000 0 0 Illinois Tool Works Inc. Common Stock 452308109 1385 10000 SH SOLE 10000 0 0 Quicklogic Common Stock 74837P108 1380 1200000 SH SOLE 1200000 0 0 MaxLinear, Inc. Common Stock 57776J100 1091 70000 SH SOLE 70000 0 0 Fitbit, Inc. Common Stock 33812L102 653 100000 SH SOLE 100000 0 0 SolarEdge Technologies, Inc. Common Stock 83417M104 526 11000 SH SOLE 11000 0 0 Power Integrations, Inc. Common Stock 739276103 424 5799 SH SOLE 5799 0 0 First Solar, Inc. Common Stock 336433107 369 7000 SH SOLE 7000 0 0 Itron, Inc. Common Stock 465741106 334 5565 SH SOLE 5565 0 0 Net 1 UEPS Technologies, Inc. Common Stock 64107N206 272 30000 SH SOLE 30000 0 0 Koninklijke (Royal) Philips Electronics N.V. Common Stock 500472303 244 5770 SH SOLE 5770 0 0 Honeywell International, Inc. Common Stock 438516106 228 1580 SH SOLE 1580 0 0 Praxair, Inc. Common Stock 74005P104 221 1400 SH SOLE 1400 0 0 Aspen Aerogels, Inc. Common Stock 04523Y105 172 35000 SH SOLE 35000 0 0 Covanta Holding Corp. Common Stock 22282e102 165 10000 SH SOLE 10000 0 0 SunPower Corp. - Class B Common Stock 867652406 153 19931 SH SOLE 19931 0 0 JA Solar Holdings Co Ltd. Common Stock 466090206 89 13000 SH SOLE 13000 0 0 Intevac, Inc. Common Stock 461148108 77 15800 SH SOLE 15800 0 0 Vivint Solar, Inc. Common Stock 92854Q106 59 12000 SH SOLE 12000 0 0 Orion Energy Systems, Inc. Common Stock 686275108 15 14000 SH SOLE 14000 0 0 Sunedision, Inc. Common Stock 86732Y109 0 21130 SH SOLE 21130 0 0